1,422 hedge funds and large institutions have $26.5B invested in Shell in 2025 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 517 increasing their positions, 477 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% more capital invested

Capital invested by funds: $25.9B → $26.5B (+$595M)

0.18% more ownership

Funds ownership: 12.39%12.57% (+0.18%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

Holders
1,422
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$907M
Puts
$455M
Net Calls
Net Calls Change

Top Buyers

1 +$263M
2 +$167M
3 +$127M
4
Jennison Associates
Jennison Associates
New York
+$66.7M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$48M
Name Holding Trade Value Shares
Change
Change in
Stake
BLC
1251
Brown, Lisle/Cummings
Rhode Island
$49.6K
SGK
1252
Steigerwald Gordon & Koch
Virginia
$47.7K
FNWA
1253
Financial Network Wealth Advisors
Utah
$46.1K
JFA
1254
JNBA Financial Advisors
Minnesota
$45.3K
RTL
1255
Red Tortoise LLC
Georgia
$44.8K
SAG
1256
SageView Advisory Group
California
$44.7K
LB
1257
Legacy Bridge
Iowa
$44.1K
Zurich Cantonal Bank
1258
Zurich Cantonal Bank
Switzerland
$43.1K
MEG
1259
Millstone Evans Group
Colorado
$42.3K
FMTCOCP
1260
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$41K
KFAS
1261
Keating Financial Advisory Services
Kansas
$40.7K
NFSG
1262
Newbridge Financial Services Group
Florida
$38.7K
Barclays
1263
Barclays
United Kingdom
$38.5K
GWS
1264
Greykasell Wealth Strategies
California
$38.4K
AFC
1265
Ares Financial Consulting
California
$38.3K
CVM
1266
Cheviot Value Management
California
$37.9K
AF
1267
Alerus Financial
North Dakota
$37.8K
OPTFSNA
1268
Old Point Trust & Financial Services N A
Virginia
$36.7K
LGWM
1269
Litman Gregory Wealth Management
California
$36.7K
FGA
1270
Fortis Group Advisors
New Jersey
$36.2K
SWA
1271
SOA Wealth Advisors
New York
$35.9K
HIA
1272
Harbor Investment Advisory
Maryland
$35.6K
WAS
1273
Winch Advisory Services
Wisconsin
$35.3K
KFI
1274
Key Financial Inc
Pennsylvania
$35.2K
FPF
1275
First Pacific Financial
Washington
$35.1K